The Next Steps
Get Started

At Habits, we believe there is an expiration date to the DIY personal finance lifestyle. Today we help you source & connect with a financial advisor, but we have plans to be far more than just a matchmaker.

I want a Financial Advisor
I am a Financial Advisor
Find a financial advisor
Join our waitlist

Please complete the form below and someone from our customer success team will be in touch over the next couple of days to set up an introduction call.

Become a Habits advisor
Join our network

Our Selection Committee meets weekly to discuss new applications. Once you have completed the form below someone will be in touch to discuss your application further.

(To qualify as an accredited investor, you must have over $1 million in net worth, or more than $200,000 in earned income in the past two calendar years, with the expectation of the same earnings)
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